Stifel Financial
SUSL icon

Stifel Financial’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Stifel Financial’s Portfolio SUSL Stock Details SUSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$900K Buy
7,926
+231
+3% +$27.8K ﹤0.01% 2509
2025
Q4 		$933K Sell
7,695
-87
-1% -$10.4K ﹤0.01% 2484
2025
Q3 		$911K Sell
7,782
-415
-5% -$46.6K ﹤0.01% 2446
2025
Q2 		$888K Buy
8,197
+297
+4% +$29.6K ﹤0.01% 2408
2025
Q1 		$757K Sell
7,900
-16
-0.2% -$1.63K ﹤0.01% 2413
2024
Q4 		$816K Sell
7,916
-530
-6% -$55.3K ﹤0.01% 2380
2024
Q3 		$857K Buy
8,446
+4,458
+112% +$438K ﹤0.01% 2332
2024
Q2 		$389K Sell
3,988
-104
-3% -$9.72K ﹤0.01% 2784
2024
Q1 		$384K Buy
4,092
+4
+0.1% +$356 ﹤0.01% 2755
2023
Q4 		$345K Sell
4,088
-851
-17% -$67K ﹤0.01% 2766
2023
Q3 		$372K Sell
4,939
-12
-0.2% -$939 ﹤0.01% 2663
2023
Q2 		$383K Buy
4,951
+13
+0.3% +$949 ﹤0.01% 2685
2023
Q1 		$352K Buy
4,938
+7
+0.1% +$485 ﹤0.01% 2711
2022
Q4 		$327K Sell
4,931
-125
-2% -$8.29K ﹤0.01% 2699
2022
Q3 		$312K Sell
5,056
-17,291
-77% -$1.19M ﹤0.01% 2699
2022
Q2 		$1.48M Buy
22,347
+356
+2% +$25.5K ﹤0.01% 1706
2022
Q1 		$1.74M Sell
21,991
-2,448
-10% -$191K ﹤0.01% 1720
2021
Q4 		$2.06M Buy
24,439
+20,011
+452% +$1.63M ﹤0.01% 1593
2021
Q3 		$334K Sell
4,428
-368
-8% -$28.6K ﹤0.01% 2837
2021
Q2 		$360K Buy
4,796
+447
+10% +$32.6K ﹤0.01% 2777
2021
Q1 		$301K Buy
4,349
+151
+4% +$10.1K ﹤0.01% 2792
2020
Q4 		$273K Buy
+4,198
New +$258K ﹤0.01% 2651

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Stifel Financial's SUSL Position: Q1 2026 in Review

Stifel Financial increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 3% in Q1 2026, buying an estimated $27.8K and bringing the position to 7,926 shares worth $900K. The position accounts for ﹤0.01% of the portfolio, ranked #2509.

Stifel Financial first reported a position in SUSL in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.06M in Q4 2021. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

  • Stifel Financial held 7,926 shares of iShares ESG MSCI USA Leaders ETF worth $900K as of Q1 2026.
  • Stifel Financial bought 231 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $27.8K.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2509 holding.
  • Stifel Financial first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2020 and has held it in 22 quarters since.
  • Stifel Financial's iShares ESG MSCI USA Leaders ETF position peaked at $2.06M in Q4 2021.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.